Envestnet Asset Management’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Envestnet Asset Management’s Portfolio IG Stock Details IG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131M	Buy	6,322,167 +1,573,300	+33%	+$32.5M	0.03%	477
2026 Q1	$98M	Buy	4,748,867 +692,541	+17%	+$14.4M	0.03%	541
2025 Q4	$84.7M	Buy	4,056,326 +1,059,325	+35%	+$22.3M	0.03%	547
2025 Q3	$63.2M	Buy	2,997,001 +566,045	+23%	+$11.8M	0.02%	673
2025 Q2	$50.6M	Buy	2,430,956 +338,708	+16%	+$6.91M	0.01%	743
2025 Q1	$43.2M	Buy	2,092,248 +36,892	+2%	+$758K	0.01%	775
2024 Q4	$41.8M	Buy	2,055,356 +82,019	+4%	+$1.71M	0.01%	800
2024 Q3	$42.2M	Buy	1,973,337 +118,419	+6%	+$2.49M	0.01%	803
2024 Q2	$37.9M	Buy	1,854,918 +148,165	+9%	+$3.01M	0.01%	791
2024 Q1	$35.3M	Buy	1,706,753 +194,265	+13%	+$4.01M	0.01%	814
2023 Q4	$31.7M	Buy	1,512,488 +241,247	+19%	+$4.82M	0.01%	804
2023 Q3	$25M	Buy	1,271,241 +144,051	+13%	+$2.91M	0.01%	858
2023 Q2	$23.2M	Buy	1,127,190 +235,585	+26%	+$4.87M	0.01%	856
2023 Q1	$18.7M	Buy	891,605 +239,086	+37%	+$5.01M	0.01%	921
2022 Q4	$13.3M	Buy	652,519 +227,426	+54%	+$4.68M	0.01%	1057
2022 Q3	$8.71M	Buy	425,093 +105,595	+33%	+$2.31M	0.01%	1200
2022 Q2	$6.99M	Buy	319,498 +106,866	+50%	+$2.41M	﹤0.01%	1334
2022 Q1	$5.12M	Buy	212,632 +55,220	+35%	+$1.37M	﹤0.01%	1589
2021 Q4	$4.14M	Buy	157,412 +78,653	+100%	+$2.08M	﹤0.01%	1700
2021 Q3	$2.09M	Buy	78,759 +64,782	+463%	+$1.74M	﹤0.01%	2059
2021 Q2	$374K	Buy	+13,977	New	+$368K	﹤0.01%	3148

Other funds holding IG

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

LFIA

Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management's IG Position: Q2 2026 in Review

Envestnet Asset Management increased its Principal Investment Grade Corporate Active ETF (IG) stake by 33% in Q2 2026, buying an estimated $32.5M and bringing the position to 6,322,167 shares worth $131M. The position accounts for 0.03% of the portfolio, ranked #477.

Envestnet Asset Management first reported a position in IG in Q2 2021 and has held it in 21 quarters since. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

Envestnet Asset Management held 6,322,167 shares of Principal Investment Grade Corporate Active ETF worth $131M as of Q2 2026.
Envestnet Asset Management bought 1,573,300 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $32.5M.
Principal Investment Grade Corporate Active ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #477 holding.
Envestnet Asset Management first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2021 and has held it in 21 quarters since.
20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.